Raoul Pal: The Journey Man

June 2025: Raoul Pal The Journey Man's Monthly Recap

34 snips
Jun 29, 2025
Discover the evolving landscape of investing, from emerging markets to the world of cryptocurrency. Explore how digital currencies can reduce poverty and empower economies. Learn about global liquidity's influence on Bitcoin and new risk assessment methods. Dive into market cycles and the crucial indicators of overbought or oversold conditions. Plus, insights on protecting individual privacy in a data-driven world make this discussion both timely and relevant!
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ANECDOTE

Crypto as a Frontier Market

  • Investing in frontier markets like Pakistan or Bangladesh involves complex market access and governance challenges.
  • Raoul Pal compares the crypto economy to these emerging and frontier markets with similar difficulties and volatility.
INSIGHT

Digital Value Empowers Poor

  • Poverty stems from lack of capital, not laziness or stupidity.
  • Digital stores of value like Bitcoin and stablecoins empower the poorest globally by enabling capital formation.
INSIGHT

Dollar Cycle Signals Correction

  • The U.S. dollar may undergo a short-term rise before a corrective phase around August to September.
  • This dollar movement will influence financial conditions and the broader economy's timing of peaks and corrections.
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